See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,939 | $99,341-71.9% | $84,750-67.0% | $273,961-89.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.07% | 22.93%-16.9pp | 22.78%-16.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $9,362 | $4,214+122.2% | $3,574+161.9% | $4,869+92.3% |
| Participant deferral / active EE | $4,493 | $4,269+5.2% | $3,712+21.1% | $5,287-15.0% |
| Admin fee / account holder | $180 | $6,644-97.3% | $5,332-96.6% | $10,132-98.2% |